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iShares Russell Mid-Cap ETF
IWR

1,242 hedge funds and large institutions have $27.5B invested in iShares Russell Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 418 increasing their positions, 416 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

514% more call options, than puts

Call options by funds: $6.96M | Put options by funds: $1.14M

3% more funds holding in top 10

Funds holding in top 10: 64 → 66 (+2)

5% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 79

1% more capital invested

Capital invested by funds: $27.1B → $27.5B (+$374M)

0% more repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 416

1% less funds holding

Funds holding: 1,253 → 1,242 (-11)

6.89% less ownership

Funds ownership: 80.99% → 74.1% (-6.9%)

Holders
1,242
Holders Change
-11
Holders Change %
-0.88%
% of All Funds
17.94%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
0.95%
New
83
Increased
418
Reduced
416
Closed
79
Calls
$6.96M
Puts
$1.14M
Net Calls
+$5.83M
Net Calls Change
-$5.6M

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.35B
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$105M
3
PFM
Premier Fund Managers
United Kingdom
+$97.7M
4
CA
Clearstead Advisors
Ohio
+$53.4M
5
AssetMark Inc
AssetMark Inc
California
+$39.6M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$48.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$48.3M
3
Wells Fargo
Wells Fargo
California
-$46.4M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$40.3M
5
FMI
Factory Mutual Insurance
Massachusetts
-$28.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNA
926
First National Advisers
Nebraska
$316K +$317K +3,900 New
CAM
927
CPA Asset Management
Florida
$316K – – –
MFA
928
McClarren Financial Advisors
Pennsylvania
$315K -$303K -3,727 -96%
VNA
929
Valley National Advisers
Pennsylvania
$315K -$32.2K -396 -9%
FG
930
Fairman Group
Pennsylvania
$314K +$326 +4 +0.1%
CFG
931
Clayton Financial Group
Missouri
$313K +$81.3K +999 +37%
ICM
932
IMS Capital Management
Oregon
$312K – – –
KCPG
933
Kavar Capital Partners Group
Kansas
$312K +$13.3K +164 +4%
UL
934
Unionview LLC
Washington
$312K +$733 +9 +0.2%
RZH
935
Relyea Zuckerberg Hanson
Connecticut
$311K +$81 +1 +0%
PPW
936
PACK Private Wealth
Minnesota
$310K – – –
FA
937
Financial Alternatives
California
$309K – – –
EWM
938
Evermay Wealth Management
Virginia
$307K – – –
SWA
939
Sax Wealth Advisors
New Jersey
$304K +$8.95K +110 +3%
First Manhattan
940
First Manhattan
New York
$299K – – –
UCB
941
United Community Bank
South Carolina
$298K – – –
MCCP
942
Mission Creek Capital Partners
California
$298K – – –
FEG
943
Fund Evaluation Group
Ohio
$298K – – –
DA
944
Detalus Advisors
Missouri
$297K +$24.6K +302 +9%
KWA
945
Kingswood Wealth Advisors
California
$295K +$46K +565 +18%
PCM
946
Poehling Capital Management
Wisconsin
$291K – – –
AEPWM
947
Atlantic Edge Private Wealth Management
Florida
$291K – – –
ATC
948
Adirondack Trust Company
New York
$289K +$977 +12 +0.3%
BCM
949
Beaumont Capital Management
Massachusetts
$289K +$290K +3,567 New
CW
950
CreativeOne Wealth
Kansas
$289K +$290K +3,564 New
36 37
38
39 40

IWR Hedge Fund Activity: Q2 2024 in Review

1,242 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q2 2024, worth a combined $27.5B — up 1.4% from $27.1B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IWR positions and 79 closed out — a net gain of 4 holders — while 418 added to existing stakes and 416 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $1.35B. The largest seller was Citigroup, cutting an estimated $48.7M.

  • 1,242 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q2 2024, down from 1,253 in Q1 2024.
  • Funds reported $27.5B of iShares Russell Mid-Cap ETF stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 83 funds opened new iShares Russell Mid-Cap ETF positions in Q2 2024 and 79 closed out, a net change of +4 holders.
  • The largest iShares Russell Mid-Cap ETF buyer in Q2 2024 was Jones Financial Companies, an estimated $1.35B added.
  • The largest iShares Russell Mid-Cap ETF seller in Q2 2024 was Citigroup, an estimated $48.7M sold.

Based on aggregated 13F filings for Q2 2024.